John
Chipian
U.S. Bancorp Investments, Inc
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About this Advisor
John Chipian is a certified financial planner working out of Tustin, California, who has 3 years of relevant experience. Chipian currently works for U.S. Bancorp Investments, Inc. During their career, the advisor has held roles at California Bank & Trust (Zions Wealth Management), Zions Direct, Lpl Financial LLC (Dba Cb&T Wealth Advisors) and U.S. Bancorp Investments, Inc. Chipian has Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is able to advise clients in California. U.S. Bancorp Investments, Inc is a registered investment business that has its headquarters in Saint Paul, MN. It has offices in 1,657 locations and a total of 1,987 advisors. It administers $13 billion in total assets among its 57,394 client accounts, making it one of the biggest investment advisory firms in the country by assets under management. The firm serves 32 charitable organizations. Of its 57,394 customer accounts, just 4% are associated with high-net-worth individuals who have at least $1 million in investable assets. The advisory firm has a broad assortment of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers and publication of newsletters. Financial management fees usually depend on which services the firm provides the client. However, fee types charged by U.S. Bancorp Investments, Inc likely include asset-based and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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U.S. Bancorp Investments, Inc Brokerage Details
$13,392,108,393
1,987
57,394
$233,336
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
- Publication of periodicals or newsletters
John Chipian Work History
John has been registered as a financial advisor for 3 years.*
U.S. Bancorp Investments, Inc
Lpl Financial LLC (Dba Cb&T Wealth Advisors)
California Bank & Trust (Zions Wealth Management)
Zions Direct
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of John Chipian to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at U.S. Bancorp Investments, Inc
Loveland, OH
Hillsboro, OR
San Francisco, CA
Florissant, MO
San Jose, CA
Las Cruces, NM
Saint Louis, MO
Kansas City, MO
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
